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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Work is an investment advisor representative with Hightower Advisors, LLC. David Work has been working in the financial services industry since 2001 and holds Series 6, 7, 63, 65, and SIE licenses. David is a registered investment advisor in Illinois and Texas. In addition to working as an advisor, David also serves as adjunct faculty at Texas Christian University, teaching a class on personal finance. David Work specializes in providing financial planning, portfolio management, and treasury management services to a variety of clients, including individuals, businesses, corporations, pension and profit sharing plans, charitable organizations, and insurance companies.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Treasury management for corporate clients
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
IL
07/29/2021 - Present
Hightower Advisors, LLC (Chicago IL)
TX
08/03/2001 - 06/01/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DALLAS TX)
BC
Issued 08/17/2001
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/19/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/30/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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